How much of the present fear in the market is a combination of geopolitical macro because of crude rising? Even our valuations in general are either at par or slightly higher than long term averages. All that is playing on the mind of the market?
The last 18 months was entirely about micro. We had various experts going for deep dives into a stock, explaining the business. It was all about bottom-up micro analysis. In the last three-four months,there has been significant diver ..
